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Financial Services Customer Service Representative

Description

We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.

Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency.

This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.

Our client does no…

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